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Thursday, March 21, 2024 Live Webcast

CFOs and Controllers Conference (Day 1) (E2403070)

10:00 AM - 3:00 PM EDT

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3 CPE Credits in SK
1 CPE Credits in TX
1 CPE Credits in AA


Gather practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth.


This conference is presented by the Pennsylvania Institute of CPAs (PICPA) in cooperation with the NJCPA.

10-10:40 a.m.
Strategies for Business Efficiency
Rich Berry - 425 Consulting Group
  • Learn the benefits and steps to complete five key strategies: Process Mapping, Policies & Procedures, Rationalizing Systems, Business Intelligence, and Move to the Cloud.
  • Hear real-life stories from Berry's time managing Microsoft’s global financial processes and systems and how these strategies enabled them to reduce the month end close from 3 weeks to 3 days and improve employee satisfaction without adding headcount during a time of rapid business growth
10:40-11:40 a.m.
Leveraging Technology to Improve the FP&A Function
Robert Morgan - Schnedier Downs
  • Discover how your FP&A team can benefit from certain technologies that allow them to focus on more value-added tasks, such as strategic planning and analysis of results.
  • Learn how technology can help your team more efficiently and effectively complete their responsibilities, such as data entry, report generation and distribution, and analysis of results.
11:40 a.m.-12:30 p.m.
Lunch Break

12:30-1:20 p.m.
Case Studies: Using Cash Management Strategies to Control Fraud Attempts
Lara Wozniak, CTP - NexTier Bank
Lou Palumbo, CISA, CISM, CRISC, CDPSE, CISSP - NexTier Bank

  • Review of current fraud schemes by NexTier Bank's chief information officer.
  • Payments, fraud and best practices in cash management to mitigate risk.
1:20-2:10 p.m.
Pennsylvania and Multistate Tax Updates
Jason Skrinak, CPA - Pivot Strategic Consulting
  • Review how Pennsylvania compares to other state and local tax developments across the country
  • Review recent Pennsylvania income and sales and use tax developments
  • Discuss possible changes to Pennsylvania taxing structure based upon recent proposed Pennsylvania budget and proposed legislation
2:10-3 p.m.
Outsourcing/Offshoring Finance/Accounting Functions
Suzanne D'Angelo - YPTC
Jennifer Blasy - YPTC

  • Review ways that outsourcing can supplement and support finance functions
  • Hear real stories from the outsourced Controllers/CFOs
  • Receive tips for getting the most out of outsourcing




Various Speakers

Various Speakers


$249.00 - Member

$349.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.


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